Latest Institutional Purchases of Ishares Russell Midcap Value E (IWS)
This list provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
38.6KNew |
$5.23M - $5.44M
|
38.6K
$5.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.5K+ 83.8% |
$2.78M - $2.89M
|
45K
$6.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
15.8K+ 30.3% |
$2.14M - $2.22M
|
67.9K
$9.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$1.75M - $1.82M
|
12.9K
$1.78M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 21.04% |
$1.67M - $1.73M
|
70.8K
$9.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11.3K+ 377.89% |
$1.53M - $1.59M
|
14.2K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.51KNew |
$1.15M - $1.2M
|
8.51K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.24K+ 41.28% |
$1.12M - $1.16M
|
28.2K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.43KNew |
$872K - $906K
|
6.43K
$886K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.25K+ 2.78% |
$848K - $881K
|
232K
$31.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 27.27% |
$447K - $464K
|
15.4K
$2.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.89KNew |
$392K - $407K
|
2.89K
$398K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$340K - $353K
|
2.51K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 2.55% |
$303K - $315K
|
89.9K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.19KNew |
$298K - $309K
|
2.19K
$302K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.15K+ 47.59% |
$292K - $303K
|
6.68K
$920K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.03KNew |
$275K - $286K
|
2.03K
$279K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.89K+ 1.65% |
$257K - $266K
|
117K
$16.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
1.53KNew |
$208K - $216K
|
1.53K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 48.41% |
$204K - $212K
|
4.62K
$637K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.38K+ 6.76% |
$187K - $194K
|
21.7K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 2.82% |
$171K - $178K
|
46K
$6.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.19K+ 33.37% |
$161K - $168K
|
4.75K
$655K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.09K+ 157.97% |
$148K - $154K
|
1.78K
$245K
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.07KNew |
$145K - $150K
|
1.07K
$147K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
997+ 3.01% |
$135K - $141K
|
34.2K
$4.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
989+ 31.61% |
$134K - $139K
|
4.12K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
965+ 13.9% |
$131K - $136K
|
7.91K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
862+ 68.36% |
$117K - $121K
|
2.12K
$293K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
809+ 33.1% |
$110K - $114K
|
3.25K
$448K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
650New |
$88.2K - $91.6K
|
650
$89.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
562+ 21.46% |
$76.2K - $79.2K
|
3.18K
$439K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
549+ 1.58% |
$74.5K - $77.4K
|
35.2K
$4.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520+ 32.46% |
$70.5K - $73.3K
|
2.12K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
504New |
$68.4K - $71K
|
504
$69.5K
|
|
|
Jan 20, 2026
Q4 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
455+ 0.61% |
$61.7K - $64.1K
|
74.8K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
413+ 0.45% |
$56K - $58.2K
|
91.3K
$12.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
380+ 75.7% |
$51.6K - $53.6K
|
882
$122K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
375+ 4.1% |
$50.9K - $52.8K
|
9.52K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
345+ 47.85% |
$46.8K - $48.6K
|
1.07K
$147K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
339+ 7.66% |
$46K - $47.8K
|
4.77K
$657K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
262+ 11.48% |
$35.5K - $36.9K
|
2.54K
$351K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
236+ 4.54% |
$32K - $33.3K
|
5.43K
$749K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
225+ 2.87% |
$30.5K - $31.7K
|
8.08K
$1.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
216+ 5.46% |
$29.3K - $30.4K
|
4.17K
$575K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
203+ 0.63% |
$27.5K - $28.6K
|
32.6K
$4.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
169+ 1.57% |
$22.9K - $23.8K
|
11K
$1.51M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
147+ 0.38% |
$19.9K - $20.7K
|
39K
$5.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
142+ 0.02% |
$19.3K - $20K
|
712K
$98.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
135+ 3.9% |
$18.3K - $19K
|
3.6K
$496K
|
|